+88.7%
VTR vs SUI
-32.1%
+120.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | +0.3% |
| 7D | -2.4% | -3.1% | +0.7% | -0.8% |
| 30D | -3.7% | -2.3% | -1.4% | -2.6% |
| 3M | +13.5% | -2.8% | +16.4% | +15.2% |
| 6M | +7.2% | -12.4% | +19.6% | +14.5% |
| YTD | +17.6% | -3.3% | +20.9% | +19.0% |
| 1Y | +35.4% | -5.8% | +41.2% | +38.7% |
| 3Y | +132.8% | +12.5% | +120.4% | +109.8% |
| 5Y | +88.7% | -32.9% | +121.5% | +117.0% |
| All | +88.7% | -32.1% | +120.8% | +117.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling